CRM is not essential for physical businesses only. The online world requires CRM too. Here are some best CRM practices for business.

You would have definitely heard that customer relationship management is one of the most important activities for locking in customers.

“The purpose of business is to create and keep a customer.” -Peter Drucker

But do you know that this isn’t only required for physical stores? Even in the online world, CRM is integral. Nearly 83% of the shoppers have to get help from support before they can complete their order. So, in such a situation, can you go online without having a proper CRM policy in place? We would advise you that you shouldn’t even think of it.

So, what should be the right strategy? You should employ the best CRM practices to get the best results from your business. Now, if you are new to the CRM concept, you wouldn’t be aware of how can you improve it. So, for all such businesses out there, here are some of the ways to use CRM.

Best CRM practices:

Make sure to follow the best CRM practices in order to get the best results and highest return on the investment made for this customer relationship management software:

1. Test it before you start using it formally:

With the variety of CRM software available in the market, you can’t be sure that the CRM software that you are using is going to be perfect for your business. Sometimes, the glitches could be in the implementation only. So, in any of these cases, it is better to test it before the use of CRM formally.

One of the best ways that you can utilize for testing is to gather some of the relevant team members and let them use it. Once they are done with it, have a discussion with them about:

  • The features the CRM offers; don’t forget to ask about any missing aspects
  • How to use CRM; make sure you tell the best way to use for improving customer relationship
  • Benefits of CRM

Answer to all of these questions will actually help you in deciding if a particular CRM software is going to be helpful in business or not.

2. Customize the features:

You shouldn’t rely on one size fit for all approaches. This isn’t going to work, and it is neither in the best CRM practices.

Your CRM software should be customizable when it comes to the addition of new features, changing the layout, and adapting to the changing environment. If your CRM allows all such changes, then it is probably going to be a good fit for your company.

It is not the customizability that you should only focus on. What if the software is customizable, but you’ll have to hire a consultant for it. This isn’t a workable option for small businesses because of the high cost involved. So, keep this in mind while making the decision.

3. Keep training your employees:

Teaching your employees how to use CRM for business would be important to let them adopt it quickly. Moreover, you must also provide them with information regarding the need for using this software, information is collected, and the ways in which this system is going to help the employees in their daily routine tasks. Such a practice would lower the resistance of employees towards the new software and would increase their productivity too.

This shouldn’t be a one—time effort. Continuous training should be provided so that the software doesn’t reduce its utility for the employees and the company too.

4. Set up the rules for using CRM:

You’ll have to set up some new rules to tell the employees about the ways to use CRM. This is important because you would not like your investment to be underutilized. So, setting up the rule as if processing leads through the new software can is one of the ways through which you can get maximum from your software?

Moreover, another reason because of which rule-setting becomes important is that you would not like any of your customer’s information to be misused. Apart from being ethically wrong, it can also result in a legal suit for your business. So, it is better to adopt the best CRM practices and set up the rules for the use of CRM.

5. Implement collaboration:

You are probably implementing CRM for business to improve the customer experience, but that won’t be possible in the best way unless you’ll ensure collaboration between the different departments of your organization and customers.

Customers often claim that they don’t get the solution and have to forward their complaints from one department to the other.

According to the Global Customer Service Barometer:

26% of consumers have experienced being transferred from one agent to another without any resolution of their problem, leading to customer frustration (and lost revenue).

So the resolution of such a problem is only possible if all of your departments have the relevant data to process the information. So to get the maximum benefits of CRM, ensure collaboration.

6. Use CRM data for making your business better:

One of the main purposes of CRM software is to collect data. Not every business can gather this data and utilize it in the best possible way. For them, CRM is not generating as many benefits as it should provide them.

This is why one of the best practices for CRM is to process the data collected through the in-built analysis tool. Through this analysis, you’ll be able to gather comprehensive information about your customers. In the best scenario, you should be able to use this data to capture new opportunities and reducing the weaknesses and threats that your business could be facing.

7. Redundant tasks can be removed:

When all the departments can gather data from the same source i.e., CRM, then why you would need more labor hours for entering the same information again and again. This can free up your employees from tedious tasks and can also save you money.

Moreover, it can also reduce confusion and conflicts being created in different departments when it comes to entering data. Similarly, the chances of getting errors in data can also be limited by the use of automated software.

At the same time, you’ll get more of your tasks automated by using it. However, it is up to you how to use CRM in the best possible way, especially with the level of automation it comes along.

8. Don’t get carried away.

Simplicity is the key here. It is better to choose simple CRM for business rather than the most complicated one. Investing in software with more features would create problems and difficulties for your employees. Additionally, you might face more resistance in its proper implementation, if the software would be complex or would be based on features that aren’t required in your business.

So, considering all these factors, it is important that you should invest in the CRM software that you actually need rather than the ones which feel more sophisticated.

Your benefit would be in getting the most benefit from the simplest possible software, and this is for sure that such a software would bring you more return on investment as well.

“The first rule of any technology used in a business is that automation applied to an efficient operation will magnify the efficiency. The second is that automation applied to an inefficient operation will magnify the inefficiency.” -Bill Gates


Whether your business is big or small, brick or mortar, or online store, in any case, you need to provide the best services for your customers. CRM software is definitely the best means to do it. You should just keep in mind the above-mentioned Best CRM practices to get the most benefit. Remember, it is just a tool, and it is you who can make it the most beneficial tool.